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How to understand and use the Dashboard ?

The Dashboard allows you to visualise in real time the main indicators of your loyalty program, track your customers' activity and export data for in-depth analysis.


Key indicators (KPIs)

At the top of the Dashboard, three indicators are permanently displayed :

  • Number of loyalty cards created — with the breakdown between identified customer accounts and anonymous cards

  • Number of points earned — total points accumulated by your customers over the period

  • Number of points used — total points used to obtain rewards

To access more detailed statistics (revenue, average basket, footfall…), click on the Statistics button at the top right.


The activity log

Below the KPIs, a table lists all recent customer actions in real time :

Column

Description

Contact

Customer email and name

Action

Type of action performed

Info

Details (program, establishment)

Status

Channel used: On-site or Online

Date

Precise date and time


Filtering data

Period — select a precise date range or use the shortcuts:
3 days, 7 days, 1 month, 3 months, 6 months, 1 year.

Establishment — display data from a single establishment or combine several.

Action type — filter the log by specific action :

  • All

  • Orders

  • Loyalty card scan

  • Loyalty card unlocking

  • Loyalty gift unlocking

  • One-off rewards

  • Prepaid card unlocking

  • Prepaid card scan

  • Marketing contact


Comparing two periods

Enable "Activate comparison" to analyse the evolution of your indicators between two periods. Select the initial period and the comparison period — the differences appear below each indicator (as a % increase or decrease).


Exporting data

Click on Export to download the filtered data in Excel format. The file contains 4 tabs :

  • Orders — details of all orders: price, status, establishment, customer email/name, date.

  • Offer Histories (if discounts have been applied) — history of offers used: label, status, establishment, email/name, date.

  • Loyalty Card Gift Histories (if points program with rewards) — redeemed rewards: points used, reward description, status, establishment, email/name, date.

  • Loyalty Cards — loyalty cards created: establishment, email/name, creation date.

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